O SULLIVAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- O SULLIVAN FAMILY CHARITABLE FOUNDATION (EIN 20-1882904)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201233139349100413
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T13:30:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630861649 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duval & Associates PC CPA's | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 Eighth Avenue South | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201882904 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Sullivan Family Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OSUL | NameControl |
| Phone | 2058034300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 590005 | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 352590005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick L O'Sullivan | Name |
| Title | Director | Title |
| Phone | 2058034300 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James M Brooks | Name |
| PTIN | P00132546 | PTIN |
| Phone | 2053260453 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 272366 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1883 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1883 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3879 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 28804 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3879 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5774 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5774 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 750 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 2250 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3121 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 780 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2341 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2107 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 527 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1580 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 67 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 67 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1187 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1187 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9482 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3311 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6171 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24996 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24996 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34478 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3311 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31167 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -28704 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2463 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 205524 | CashBOY |
| Cash EOY | 166645 | CashEOY |
| Cash EOYFMV | 166645 | CashEOYFMV |
| Investments Corp Stock BOY | 92260 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 102435 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 105721 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 297784 | TotalAssetsBOY |
| Total Assets EOY | 269080 | TotalAssetsEOY |
| Total Assets EOYFMV | 272366 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 297784 | UnrestrictedBOY |
| Unrestricted EOY | 269080 | UnrestrictedEOY |
| Total Net Assets BOY | 297784 | TotalNetAssetsBOY |
| Total Net Assets EOY | 269080 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 297784 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 269080 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 297784 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -28704 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 269080 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 269080 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 45 Barrick Gold Co | P | 2009-09-24 | 2011-11-04 | 2290 | 1642 | 648 | 648 |
| 35 Barrick Gold Co | P | 2009-09-24 | 2011-01-19 | 1673 | 1277 | 396 | 396 |
| 10 Barrick Gold Co | P | 2010-08-12 | 2011-01-19 | 478 | 438 | 40 | 40 |
| 410 Cemex S A B De Cv Spons ADR | P | 2009-09-24 | 2011-05-10 | 3276 | 4871 | -1595 | -1595 |
| 0.8 Cemex S A B De Cv Spons ADR | P | 2009-09-24 | 2011-04-26 | 7 | 7 | 7 | |
| 85 Encana Corp | P | 2009-09-24 | 2011-07-26 | 2560 | 2482 | 78 | 78 |
| 35 Encana Corp | P | 2010-06-16 | 2011-07-26 | 1054 | 1202 | -148 | -148 |
| 35 Encana Corp | P | 2011-01-21 | 2011-07-26 | 1054 | 1137 | -83 | -83 |
| 95 Exelis Inc | P | 2009-09-24 | 2011-11-08 | 1041 | 1137 | -96 | -96 |
| 20 Exelis Inc | P | 2010-09-21 | 2011-11-05 | 219 | 220 | -1 | -1 |
| 20 Goldcorp Inc | P | 2009-09-24 | 2011-01-04 | 878 | 793 | 85 | 85 |
| 50 Goldcorp Inc | P | 2009-09-24 | 2011-01-14 | 2056 | 1983 | 73 | 73 |
| 0.5 ITT Corp | P | 2009-09-24 | 2011-11-15 | 9 | 10 | -1 | -1 |
| 15 Newmont Mining Corp | P | 2009-09-24 | 2011-01-04 | 874 | 654 | 220 | 220 |
| 40 Newmont Mining Corp | P | 2009-09-24 | 2011-01-19 | 2247 | 1744 | 503 | 503 |
| 75 Potash Corp | P | 2009-09-24 | 2011-04-27 | 4212 | 2290 | 1922 | 1922 |
| 50 Pride International | P | 2009-09-24 | 2011-04-07 | 2144 | 1481 | 663 | 663 |
| 40 Wabtec | P | 2009-09-24 | 2011-05-12 | 2732 | 1564 | 1168 | 1168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3879 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29226 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 326851 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.089417 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4718 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 328116 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.014379 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31480 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 422482 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.074512 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35946 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 594519 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060462 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41409 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 571026 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.072517 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.311287 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062257 | AverageDistributionRatio |
| Net Noncharitable Assets | 305276 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19006 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 25 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 19031 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31167 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 25 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 25 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 439 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 439 | TotalCreditsAndPayments |
| Overpayment | 414 | Overpayment |
| Amount Credited To Next Year | 414 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Patrick L O'Sullivan | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2058034300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 A 28th Avenue South | AddressLine1 |
| City | Homewood | City |
| State | AL | State |
| ZIP Code | 35209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Helen G O'Sullivan | ||||||||
| P O Box 101329 | Birmingham | AL | 352106329 | Director | 1.00 | 0 | 0 | 0 |
| Patrick L O'Sullivan | ||||||||
| 1306 Roseland Drive | Homewood | AL | 35209 | Director | 2.00 | 0 | 0 | 0 |
| Mary O Henderson | ||||||||
| 3704 Overbrook Circle | Birmingham | AL | 35213 | Director | 1.00 | 0 | 0 | 0 |
| Alyce O Blanch | ||||||||
| 3772 River Ridge Circle | Birmingham | AL | 35223 | Director | 1.00 | 0 | 0 | 0 |
| Harold I Apolinsky | ||||||||
| P O Box 55727 | Birmingham | AL | 352555727 | Director | 1.00 | 0 | 0 | 0 |
| James M Brooks | ||||||||
| 3615 8th Avenue South | Birmingham | AL | 35222 | Director | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 114926 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 194999 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 309925 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 309925 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4649 | CashDeemedCharitable |
| Net Noncharitable Assets | 305276 | NetNoncharitableAssets |
| Minimum Investment Return | 15264 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15264 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Total Tax | 25 | TotalTax |
| Distributable Amount Before Adj | 15239 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15239 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15239 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31167 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31167 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 25 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31142 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15239 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7029 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6446 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10452 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 12883 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36810 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31167 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15239 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15928 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 52738 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 7029 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 45709 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6446 | ExcessFromYear4 |
| Excess From Year3 | 10452 | ExcessFromYear3 |
| Excess From Year1 | 12883 | ExcessFromYear1 |
| Excess From Current Year | 15928 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Helen G O'Sullivan | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Elizabeth H Hutchins | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2311 Highland Avenue | AddressLine1 |
| City | Birmingham | City |
| State | AL | State |
| ZIP Code | 35205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2059305100 | RecipientPhoneNumber |
| Form And Info And Materials | Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years. | FormAndInfoAndMaterials |
| Submission Deadlines | There are no submission deadlines, but applications are received from time to time and considered wh | SubmissionDeadlines |
| Restrictions On Awards | Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ASPCA | ||||||
| 424 E 92nd Street | New York | NY | 10128 | Public Charity | Charitable | $1,000 |
| Big Oak Ranch | ||||||
| P O Box 507 | Springville | AL | 35146 | Public Charity | Charitable | $1,000 |
| Donors Choose | ||||||
| 347 West 36th Street Suite 503 | New York | NY | 10018 | Public Charity | Charitable | $2,136 |
| Holy Cross School | ||||||
| 5500 Paris Avenue | New Orleans | LA | 70122 | Public Charity | Charitable | $5,000 |
| Jefferson County Council on Aging | ||||||
| 3712 4th Avenue South | Birmingham | AL | 35222 | Public Charity | Charitable | $860 |
| Sav-A-Life | ||||||
| 2908 Pumphouse Road | Birmingham | AL | 35243 | Public Charity | Charitable | $500 |
| St Jude Children's Research Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | Public Charity | Charitable | $1,000 |
| The A21 Campaign Inc | ||||||
| 427 East 17th Street Suite 223 | Costa Mesa | CA | 92627 | Public Charity | Charitable | $2,000 |
| The Exceptional Foundation | ||||||
| 1616 Oxmoor Road | Birmingham | AL | 35209 | Public Charity | Charitable | $4,000 |
| The National MS Society | ||||||
| 3840 Ridgeway Drive | Birmingham | AL | 35209 | Public Charity | Charitable | $6,000 |
| United Way | ||||||
| 3600 8th Avenue South | Birmingham | AL | 35222 | Public Charity | Charitable | $1,000 |
| World Reach | ||||||
| P O Box 26155 | Birmingham | AL | 35260 | Public Charity | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24996 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,883 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,879 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,774 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5774 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | Category |
| Amount | $2,107 | Amount |
| Net Investment Income | 527 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1580 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Agrium Inc | 6577 | 5369 |
| Bank of New York Mellon | 3684 | 2290 |
| Barrick Gold Co | 0 | 0 |
| Briggs & Stratton Corp | 3150 | 3175 |
| Cemex S A B DE CV Spons ADR | 0 | 0 |
| Cenovus Energy Inc | 4074 | 4980 |
| Cisco Systems Inc | 6717 | 6870 |
| Du Pont E I De Nemour | 4849 | 6867 |
| Dynergy Inc A | 1977 | 460 |
| Encana Corp | 0 | 0 |
| Goldcorp Inc | 0 | 0 |
| ITT Corp | 1109 | 1102 |
| Ingersoll Rand | 4734 | 4723 |
| Johnson & Johnson | 6414 | 6558 |
| Kraft Foods A | 4900 | 6912 |
| Materion Corp | 1965 | 2549 |
| NCR Corp | 4324 | 6584 |
| Newmont Mining Corp | 0 | 0 |
| Nucor Corp | 5661 | 4946 |
| Pall Corp | 3090 | 5144 |
| Penny J C Company | 1956 | 2109 |
| Potash Corp | 0 | 0 |
| Pride International | 0 | 0 |
| Siemens A G Spons ADR | 4738 | 4780 |
| Sony Corp ADR | 5450 | 3428 |
| Suncor Energy Inc | 3847 | 3027 |
| Terex Corp | 4802 | 3378 |
| Texas Instruments | 5527 | 5094 |
| 3M Company | 4804 | 5312 |
| Valmont Industries Inc | 1727 | 2270 |
| Wabtec | 2345 | 4197 |
| Xylem Inc | 4014 | 3597 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | Category |
| Amount | $3,121 | Amount |
| Net Investment Income | 780 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2341 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment fees | Description |
| Revenue And Expenses Per Books | 1187 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1187 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign income taxes | Category |
| Amount | $67 | Amount |
| Net Investment Income | 67 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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